Rates

Fee guidance

Pricing is informational. Final fees are confirmed in a written engagement letter before work begins. We do not run subscription tiers or “Starter / Professional / Enterprise” packages.

Retirement Income Mapping

Flagship multi-meeting engagement for near-retirees and recent retirees.

From £1,850
Rises with additional defined-benefit schemes or complex overseas service history. £400 deposit.

Pension Health Check

Single session plus findings letter for up to three schemes.

£420
Fixed. Extra schemes quoted at £90 each.

Inheritance & Estate Cashflow Brief

Gift sequencing and later-life solvency modelling.

From £1,200
Depends on beneficiary count and property complexity.

Investment Policy Review

Written policy across ISA, GIA, and pension wrappers.

From £980
Higher when more than four platforms must be reconciled.

Self-Employed Tax-Year Planning

Pre–5 April session for directors and sole traders.

£560
Fixed for a single company or sole trade.

What influences a quote

  • Number of pension schemes and whether statements are complete
  • Need for specialist referral (we pass those fees through transparently)
  • Whether meetings are in person in East Boehm or fully remote
  • Rush requests inside the final fortnight of the tax year

Payment

Invoices are payable by bank transfer. Deposits secure diary time. See refunds & cancellations for what happens if plans change. For a tailored figure, send an enquiry.